{"id":113560,"date":"2026-10-01T17:09:16","date_gmt":"2026-10-01T15:09:16","guid":{"rendered":"https:\/\/legrandcontinent.eu\/es\/?p=113560"},"modified":"2026-10-01T17:09:20","modified_gmt":"2026-10-01T15:09:20","slug":"por-que-trump-niega-frenar-el-desarrollo-de-ia","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/","title":{"rendered":"Por qu\u00e9 Trump se niega a frenar el desarrollo de la IA"},"content":{"rendered":"\n<p>Seg\u00fan un estudio presentado el 25 de septiembre, la inversi\u00f3n acumulada en Estados Unidos en infraestructuras de inteligencia artificial podr\u00eda alcanzar los 10,3 billones de d\u00f3lares durante el periodo 2025-2032, lo que supone un 3,6 % del PIB de media anual. Al final de este periodo, en 2032, estas inversiones representar\u00edan el 5,1 % del PIB.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-113560' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/#easy-footnote-bottom-1-113560' title='Stijn Van Nieuwerburgh, &lt;a href=&quot;https:\/\/www.brookings.edu\/wp-content\/uploads\/2026\/09\/4c_Van-Nieuwerburgh.pdf&quot;&gt;\u00abFinancing the AI Buildout\u00bb&lt;\/a&gt;, Brookings Papers on Economic Activity, 25 de septiembre de 2026.'><sup>1<\/sup><\/a><\/span><\/span><\/p>\n\n\n\n<p>Esto supone casi 2 puntos m\u00e1s que el gasto en defensa, estimado en un 3,2 % del PIB en 2026.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-113560' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/#easy-footnote-bottom-2-113560' title='Mike Dolan, \u00ab&lt;a href=&quot;https:\/\/www.reuters.com\/commentary\/reuters-open-interest\/8-trillion-arms-surge-fuelling-ai-spooking-bonds-mike-dolan-2026-09-30\/&quot;&gt;The $8 trillion arms surge fuelling AI \u2014 and spooking bonds&lt;\/a&gt;\u00bb, &lt;em&gt;Reuters&lt;\/em&gt;, 30 de septiembre de 2026.'><sup>2<\/sup><\/a><\/span><\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>El auge de la inteligencia artificial no tiene parang\u00f3n con las inversiones realizadas durante los anteriores grandes ciclos de infraestructuras en Estados Unidos.<\/li>\n\n\n\n<li>Los ferrocarriles representaron, de media, un 2,2 % del PIB anual entre 1870 y 1890, la electrificaci\u00f3n, el 0,5 % entre 1905 y 1925; las autopistas, el 1,1 % entre 1956 y 1973; y la fibra \u00f3ptica y las telecomunicaciones, el 1,1 % durante el periodo 1996-2003.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/tkDJi\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Estas inversiones se destinar\u00e1n a construir las infraestructuras f\u00edsicas necesarias para el desarrollo de la tecnolog\u00eda: centros de datos (edificios, sistemas de refrigeraci\u00f3n), infraestructuras el\u00e9ctricas de conexi\u00f3n y, en aproximadamente dos tercios, equipos inform\u00e1ticos. De hecho, los hiperescaladores destinan sumas considerables a la compra de chips, cuya vida \u00fatil econ\u00f3mica se estima, sin embargo, en cinco o seis a\u00f1os.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Las grandes empresas tecnol\u00f3gicas estadounidenses no pueden asumir por s\u00ed solas esta financiaci\u00f3n.<\/li>\n\n\n\n<li>M\u00e1s de la mitad proceder\u00e1, por tanto, de capital externo (inversores de capital, mercados de deuda, bancos y cr\u00e9dito privado), lo que tiene como consecuencia la dispersi\u00f3n de los riesgos potenciales a lo largo del sistema financiero, hasta llegar a los fondos de pensiones.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-113560' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/#easy-footnote-bottom-3-113560' title='Courtenay Brown, &lt;a href=&quot;https:\/\/www.axios.com\/2026\/09\/24\/ai-private-credit-capital-grab&quot;&gt;\u00abAI&amp;#8217;s never-before-seen capital grab&lt;\/a&gt;\u00bb, &lt;em&gt;Axios&lt;\/em&gt;, 24 de septiembre de 2026.'><sup>3<\/sup><\/a><\/span><\/span><\/li>\n<\/ul>\n\n\n\n<p>Seg\u00fan un an\u00e1lisis realizado por dos economistas de Stanford, Jared Bernstein y Ryan Cummings, para rentabilizar las inversiones en IA realizadas desde 2024 por Google, Amazon, Microsoft, Meta, Oracle y SpaceX, estas empresas deber\u00edan generar entre 2,4 y 3,8 billones de d\u00f3lares de ingresos procedentes de la IA en los pr\u00f3ximos seis a\u00f1os, lo que supone multiplicar por 13 a 45 sus ingresos actuales relacionados con la IA.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-4-113560' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/10\/01\/por-que-trump-niega-frenar-el-desarrollo-de-ia\/#easy-footnote-bottom-4-113560' title='Jared Bernstein y Ryan Cummings, &lt;a href=&quot;https:\/\/econjared.substack.com\/p\/ai-companies-are-in-a-race-against&quot;&gt;\u00abAI Companies Are In a Race Against Time&lt;\/a&gt;\u00bb, 25 de septiembre de 2026.'><sup>4<\/sup><\/a><\/span><\/span><\/p>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/7SBj6\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>No obstante, el retorno de la inversi\u00f3n podr\u00eda materializarse m\u00e1s tarde de lo previsto.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Berstein y Cummings escriben: \u00abLa difusi\u00f3n de una nueva tecnolog\u00eda no solo exige que las empresas la adopten, sino tambi\u00e9n que determinen cu\u00e1l es la mejor forma de integrarla en sus procesos de trabajo existentes, un proceso que puede llevar bastante tiempo. Por ejemplo, en 1900, solo el 5 % de la potencia mec\u00e1nica estaba electrificada. Hubo que esperar otros 30 a\u00f1os para alcanzar una tasa de adopci\u00f3n del 80 %\u00bb.<\/li>\n<\/ul>\n\n\n\n<p>Donald Trump considera que el dominio estadounidense en el \u00e1mbito de la inteligencia artificial podr\u00eda constituir uno de los principales legados de su segundo mandato.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>El martes 29 de septiembre, en la Casa Blanca, hizo que OpenAI, Anthropic, Google, Meta, xAI y Nvidia firmaran un acuerdo por el que estas empresas se comprometen voluntariamente a autorregularse.&nbsp;<\/li>\n\n\n\n<li>El documento se limita a mencionar la posibilidad, \u00aba largo plazo\u00bb, de incorporar estos compromisos en la ley o en la normativa.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>El futuro de la econom\u00eda estadounidense est\u00e1 ahora ligado a la tecnolog\u00eda.<\/p>\n","protected":false},"author":2622,"featured_media":113566,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":3,"_lgc_tts_voice":"","_lgc_tts_publish":false,"_lgc_tts_history_item_id":"","_lgc_tts_generated_at":"","_lgc_tts_status":"","_lgc_tts_error":"","footnotes":""},"categories":[464],"tags":[],"staff":[],"editorial_format":[1472],"serie":[],"audience":[],"geo":[172],"class_list":["post-113560","post","type-post","status-publish","format-standard","hentry","category-poderes-de-la-ia","editorial_format-analisis","geo-americas"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":113566,"excerpt":"El futuro de la econom\u00eda estadounidense est\u00e1 ahora ligado a la tecnolog\u00eda.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized 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